Financial Advisor Jobs in Pasadena, CA

Champion the growth and retention of complex institutional client accounts, fostering deep relationships with C-suite executives and navigating intricate governance structures to drive impactful engag...

Optimize the ESG data management process, ensuring accurate reporting and compliance with global standards. Collaborate cross-functionally to enhance data integrity and efficiency while addressing reg...

Join our dynamic team to guide clients through homeownership, leveraging your expertise in mortgage lending while collaborating with a supportive team committed to exceptional customer service and gro...

Deliver strategic financial solutions by managing complex commercial loans and developing client relationships, driving growth for the bank through effective negotiation and underwriting in alignment...

Develop comprehensive forensic accounting analyses to support institutional investors, focusing on U.S. Industrials. Conduct qualitative and quantitative research, preparing high-impact reports and co...

Unlock potential by collaborating across finance and program teams to ensure financial commitments are met. Drive analysis, reporting, and effective communication while managing budgeting and Earned V...

Optimize tax strategies by overseeing complex income tax preparation and compliance while leading a dedicated team in meeting objectives and enhancing financial reporting procedures across diverse ind...

Support advanced placement strategies by advising on complex solutions, leading high-impact projects, and mentoring teams. Ensure optimal outcomes through expert market insight and innovative proposal...

Engage with us to drive revenue growth nationally by managing Insurance product sales. Collaborate with various teams to identify market opportunities and optimize support for Financial Advisors, alig...

Build and enhance complex claim allocation models to support forensics teams. Collaborate with clients and stakeholders, delivering insightful analytics and reports that guide decision-making for larg...

Tackle product analytics, driving insights that shape customer experience and strategy. Lead experimentation, design dashboards, and unify data to enhance product performance while collaborating acros...

Generate new business opportunities in the Private Assets sector, focusing on client relationships, sales strategy, and market insights to drive revenue growth and enhance operational efficiencies for...

Engage and drive growth by identifying business opportunities in Private Assets, leveraging relationships and expertise to enhance operational processes within the Private Equity, Credit, and Real Est...

Contribute to strategic donor management and fundraising success by coordinating data entry, overseeing portfolio performance, and facilitating collaboration among frontline gift officers in the Justi...

Contribute to high yield municipal trading by supporting trade execution, credit analysis, and market research, while collaborating with internal teams for seamless operations across municipal securit...

Serve as trusted legal advisor providing guidance on complex regulatory matters, including investment and corporate governance laws, while collaborating with diverse business teams to enhance legal co...

Pioneer innovative fund accounting strategies while leading a dynamic team. Oversee financial reporting and compliance initiatives to drive efficiency and stakeholder collaboration, enhancing overall...

Take ownership of core accounting functions, ensuring compliance and accuracy in reconciliations, general ledger maintenance, and financial reporting while driving process improvements and guiding sta...

Join us to drive HR strategy and talent management, overseeing recruiting, employee relations, compliance, and process improvements across a diverse workforce to achieve organizational objectives...

Contribute to strong relationships and sales with strategic wirehouse firms by engaging with financial advisors, delivering insights, and leveraging investment solutions to drive growth in a competiti...

Engage with healthcare leaders to drive financial strategies and enhance performance. Collaborate on complex analyses, deliver actionable insights, and support organizational growth amid financial cha...

Join our dynamic FP&A team to drive financial planning and analysis initiatives. Lead the implementation of our planning platform, optimize systems, collaborate with cross-functional teams, and empowe...

Launch your career by overseeing facility planning and renovation projects, enhancing branch space efficiency, and managing vendor relationships in a fully remote role. Collaborate on budgets and proc...

Advance in a dynamic real estate advisory role, conducting cost segregation studies, analyzing property components, and supporting financial modeling to maximize tax savings and returns for diverse re...

Help us enhance risk management solutions by providing strategic oversight and tailored guidance to clients in the workers' compensation sector, ensuring effective communication and fostering positive...